Senior Client Service Liaison
4 weeks ago
Location: Sydney
Wealth Management
Permanent
Anton Murray Consulting is seeking a highly skilled Client Service Help Desk professional to join their team. The ideal candidate will have strong client interaction experience within the wealth management, stockbroking, or FinTech industry.
Wealth Management Client Service Help Desk Role
Key Responsibilities:- Develop in-depth knowledge of assigned clients, including key clients and their requirements.
- Build strong relationships with advisors and key personnel.
- Collaborate with the sales team to meet with clients, including social functions.
- Perform regular client calls/visits, including publishing written agendas, post-meeting minutes, and outstanding action items.
- Work closely with the Product and Onboarding team to ensure seamless adoption of new clients.
- Provide client training.
- Take ownership of all aspects of risk associated with the client, including service issues with regulatory/compliance implications.
- Excellent communication skills.
- Minimum of 2+ years' experience within a wealth management, stockbroking, or FinTech environment with strong client interaction.
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